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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,067 | $162,136-91.9% | $152,301-91.4% | $154,746-91.6% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 19.79% | 91.02%-71.2pp | 80.50%-60.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $1,657 | $4,890-66.1% | $4,624-64.2% | $4,379-62.2% |
| Participant deferral / active EE | $3,781 | $8,341-54.7% | $8,004-52.8% | $6,730-43.8% |
| Admin fee / account holder | $28 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |